The reason why the US has continuously upgraded and suppressed the measures in the past three years has given the world a feeling of "fearing" Huawei . This is not only because the 5G technology mastered by Huawei makes it difficult for US companies such as Qualcomm , but also because Huawei has made great achievements in key areas such as chips, smartphones, artificial intelligence driving, cloud computing , operating systems, etc. Any single business can compete with US technology giants such as Qualcomm, Apple , Google , Tesla , etc.
Although Huawei's strength is amazing, it also has fatal shortcomings and has no chip manufacturing capabilities. After the "chip ban" in the United States was implemented, Huawei HiSilicon's research results can only be shelved , and cannot be transformed into real "productivity" in a short period of time, allowing Huawei's mobile business to enter a "cold winter", and the market share of high-end mobile was almost acquired by Apple. According to public data, since Huawei's mobile phone fell, Apple's monthly sales in the Chinese market have exceeded 30 billion yuan .
However, what everyone did not expect was that Apple, which was envied by major mobile phone manufacturers, fell a big hit on iPhone 14. Many new functions such as "Lingdong Island" were accused of plagiarizing Android mobile phone manufacturer . Because the A16 chip is only used on the more expensive versions of Pro and Pro Max, it was accused of "cutting leeks". Due to the unsatisfactory market feedback of the iPhone 14 series, Apple reduced the inventory of the iPhone 14 series twice and closed several iPhone 14 production lines.
In the past period of time, many insiders and outsiders have said that iPhone 14 is a sign of the decline of Apple's business empire from strength to decline . Perhaps to cater to the predictions of these people, half a month ago, Apple's market value evaporated by nearly $100 billion overnight.
twice lowered its stock volume, closed some production lines, and its market value evaporated by US$100 billion. Is Apple really going to be defeated by domestic mobile phone manufacturers? The answer is yes, and people who have this kind of thinking take it for granted!
According to the latest data released by third-party market organization CINNO, in the smartphone market at a price of 5,000 and above in my country, Apple's share has reached an astonishing 79.2%, while the market share of domestic high-end mobile phones is less than 20%.
It is worth mentioning that in the third quarter of this year, the shipments of smartphones in my country's market were 66.9 million units, and fell 16% year-on-year compared with . Among them, vivo fell 21.4%, OPPO fell 26.8%, Honor fell 14.8% and Xiaomi fell 15.9%. Comparing the data of Apple and domestic mobile phone manufacturers together, it can be seen that Apple has not only not declined, but its vitality has become stronger, ruthlessly tearing off the "fig leaf" of domestic mobile phone manufacturers' impact on the high-end market.
Perhaps many netizens believe that if the US does not support Huawei, Apple will definitely "square its tail" in the Chinese market. The author does not object to this statement, but Do we want to pin our hopes for domestic mobile phones on the "kindness" of the United States? Without Huawei, the "But Zhang", will domestic mobile phone brands eat pigs with hair?
According to data released by the Ministry of Industry and Information Technology, in the first half of this year, domestic mobile phone manufacturers released a total of 168 smartphones and produced 570 million smartphones, but domestic mobile phone manufacturers sold only 140 million units in China in the first half of this year and exported about 380 million units. To put it simply, the inventory backlog of domestic mobile phone manufacturers in the first half of this year was about 50 million units.
The current economic environment is indeed not very good, but why is Apple’s report card delivered better than domestic mobile phone manufacturers? The main reason is that there is no core competitiveness, and the "warning" of Academician Ni Guangnan has not been taken seriously.
A few years ago, Academician Ni Guangnan issued warnings many times, saying that if Chinese companies want to be invincible in the fierce market competition, they must give up their "comprador thinking", increase investment in scientific research, and grasp the industry's discourse power. In contrast, domestic mobile phone manufacturers, in addition to Huawei, have their own chips and operating systems, who else does not use Android systems and Qualcomm or MediaTek chips? In addition to "cost-performance ratio", what advantages does such "patch-up" compete with Apple?
At a time when the competition for technology between China and the United States is heating up, with the consistent nature of the United States, domestic mobile phone manufacturers such as Xiaomi, OPPO, and vivo may become the next "Huawei" and encounter such unforgettable disasters as "bottlenecks". hopes that while doing "cost-performance ratio", domestic mobile phone manufacturers can increase investment in scientific research, master core technologies as much as possible, get rid of their dependence on imported technology, and let domestic consumers have a certain "feeling of belonging" to domestic mobile phones!
